Integrated Wealth Advisor Council - September 26 - September 27, 2023 - Chicago, IL Meeting

Overview

Tuesday, Sep 26, 2023 - 03:00pm
Wednesday, Sep 27, 2023 - 04:30pm

The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market.

For information about joining this Council, contact us by email or call 312-327-1247.

Region
Location
Chicago, IL

    General Anticipated Timing

    September 26

    • 3 pm: Meeting
    • 6 pm: Council Dinner

    September 27

    • 8 am - 4:30 pm: Full-Day Meeting